DDICX Mutual Fund

DDICX Mutual Fund

NAV$17.33
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Returns Overview

1 Month
+1.00%
3 Months
+4.13%
6 Months
+6.91%
YTD
+9.42%
1 Year
+17.79%
3 Years (annualized)
+10.94%
5 Years (annualized)
+7.06%
10 Years (annualized)
+6.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDICX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.42%
Peer Avg (YTD)
+5.54%
vs Peers
+3.89%

DDICX Mutual Fund Performance

DDICX performance across multiple time periods: 1-month 1.00%, YTD 9.42%, 1-year 17.79%, 3-year 10.94%, 5-year 7.06%, 10-year 6.31%.

DDICX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

DDICX vs another fund shows side-by-side returns. DDICX alternatives are available in the Mutual Fund Screener.